Exchange Server 2010:
Archiving, Retention, and Discovery

Name
Title
Microsoft Corporation
Why Archive Your E-mail?
      Storage Management
      • Balance mailbox size demands with available storage resources
  ...
Challenges to Archiving E-mail




            Your E-mail Server
Potential Barriers to Archiving
      A Poor User Experience
      •   Unfamiliar experience for your users
      •   Sepa...
Integrated E-mail Archiving
                  preserve                 discover




 • Secondary mailbox    • Automated an...
A Familiar Personal Archive
                  •   A specialized Exchange mailbox
                      configured and asso...
A Seamless User Experience
                         Read, reply, and navigate archived
                         e-mail sam...
One User Search Experience


                 Same search steps with option to
                 search across archived e-m...
Streamlined Administration

                                    Set separate quota
                                    for...
Retention Management


                    •   Automatically move content to personal archive
  Archive Policy    •   Time...
Granular Yet Flexible Policies

                           Apply Retention and Archive
                           policies...
New Hold Policy


                                     Set legal hold to capture
                                     all ...
Web-Based Multi-Mailbox Search


                        Delegate capability
                        to specialist users

...
Simplified e-Discovery Results


                              Use built-in search and filtering to
                      ...
Updates to Journaling Features

    Transport     •   Journal to individual mailboxes or SMTP address
                  • ...
Exchange Server 2010 Archiving

     Deliver a seamless user experience without
     interrupting users‟ e-mail workflow

...
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Outlook, and other product names are or may be registered tr...
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Microsoft India – Unified Communications Exchange Server 2010 Archiving, Retention and Discovery Presentation

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A specialized Exchange mailbox configured and associated with the user’s primary mailbox

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Microsoft India – Unified Communications Exchange Server 2010 Archiving, Retention and Discovery Presentation

  1. 1. Exchange Server 2010: Archiving, Retention, and Discovery Name Title Microsoft Corporation
  2. 2. Why Archive Your E-mail? Storage Management • Balance mailbox size demands with available storage resources • Reduce the proliferation of .PST files stored outside of IT control • Improve overall application and network performance Data Retention • Meet industry and regulatory e-mail data retention requirements • Support ongoing compliance, litigation, or personnel matters • Preserve valuable intellectual property and corporate assets Discovery • Respond to strict timelines for legal discovery orders • Reduce costs involved in searching for and retrieving e-mail data • Report on e-mail communications as part of auditing procedures
  3. 3. Challenges to Archiving E-mail Your E-mail Server
  4. 4. Potential Barriers to Archiving A Poor User Experience • Unfamiliar experience for your users • Separate tools for searching and accessing archived e-mail • Loss of full fidelity of Exchange user productivity features Complex Administrative Experience • Difficulty deploying add-ins and impact to Outlook performance • Different methods for conducting multi-mailbox searches • Complexity managing high availability and access to the archive High Costs and Overhead • Separate archive infrastructure investment • Additional archive management overhead • User training and education costs
  5. 5. Integrated E-mail Archiving preserve discover • Secondary mailbox • Automated and • Capture deleted • Web-based UI with separate quota time-based criteria and edited e-mail • Search primary, • Appears in Outlook • Set policies at item messages archive, and and OWA or folder level • Offers single item recoverable items • Managed through • Expiry date shown restore • Delegate through EMC or PowerShell in e-mail message • Notify user on hold roles-based admin
  6. 6. A Familiar Personal Archive • A specialized Exchange mailbox configured and associated with the user‟s primary mailbox • Delivers your users a familiar experience by seamlessly surfacing in both Outlook and Outlook Web App • Your users can use the same skills and Primary Mailbox methods they already use today to interact with archive e-mail: • “Drag and Drop” e-mail to folders • Create folders and categorize • Conduct searches and filter results • Reply to messages and set flags Archive • Separate quotas may be set for archive and primary mailboxes
  7. 7. A Seamless User Experience Read, reply, and navigate archived e-mail same as live e-mail Conversation view scoped to archived e-mail Primary mailbox folder hierarchy maintained
  8. 8. One User Search Experience Same search steps with option to search across archived e-mail
  9. 9. Streamlined Administration Set separate quota for archive mailbox Enable the archive on an existing mailbox Add an archive when creating a new mailbox
  10. 10. Retention Management • Automatically move content to personal archive Archive Policy • Time-based criteria (such as e-mail older than 2 years) • Preserves primary mailbox folder hierarchy • Automatically delete content Retention Policy • Time-based criteria (such as e-mail older than 2 years) • Retention policies travel with archived messages • Automatically move message to archive after „x‟ Combined Policies months, then delete from archive after „y‟ months • Longer policies have priority over shorter policies
  11. 11. Granular Yet Flexible Policies Apply Retention and Archive policies to individual messages Policies assigned to all e-mail within a folder Retention policy and expiry details
  12. 12. New Hold Policy Set legal hold to capture all changes indefinitely Captured e-mail data found in multi-mailbox search results • Provides separate settings to enable single item restore • Optionally set an “on hold” alert message for users with Outlook 2010
  13. 13. Web-Based Multi-Mailbox Search Delegate capability to specialist users Rich search criteria and targeting options Results stored in specialized discovery mailbox
  14. 14. Simplified e-Discovery Results Use built-in search and filtering to conduct additional investigation One query searches all Attachments included possible locations with search results
  15. 15. Updates to Journaling Features Transport • Journal to individual mailboxes or SMTP address • Detailed reports per To/CC/BCC/Alt-Recipient and Journaling distribution group expansion Journal Report • Exchange Server 2010 creates one report per message De-duplication • Helps reduce hosted archive storage costs • Includes clear text copies of protected messages and Journal attachments in journal mailbox Decryption • Enables virus scanning, content filtering, and content- based rules on IRM-protected messages
  16. 16. Exchange Server 2010 Archiving Deliver a seamless user experience without interrupting users‟ e-mail workflow Streamline administrative tasks using familiar management tools and delegation Reduce costs and lower administrative overhead through integrated capabilities
  17. 17. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Outlook, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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